Have a passion for providing great client service? Looking for a challenging, fast-paced environment? A local and independent financial planning firm in Annapolis, Maryland is growing and needs to hire to keep up with the consistent lead stream. We are seeking an Associate Advisor to support our Lead Advisor and our client base. Our firm leads with financial planning and walk all of our clients through the full planning process. We have put in considerable thought and work to build an efficient practice based on workflows and the ability to scale. Our hope is that this will enable someone to easily join our firm and find success!
We are a boutique firm and you will be pushed every day to be your best, to grow, to do more, to be more. We will provide the training and resources if you will provide the effort, grit, and determination. This is not a firm where you can rest on your laurels. There is always another challenge to be met. If you are the person that can rise to the occasion, this will be a clear career path that could include future partnership.
Main responsibilities will include preparing for client reviews and drafting financial plans, as well as participating in client meetings and answering client inquiries. Proficiency with eMoney is a must. Redtail CRM experience is helpful. In this position, business development is not necessary or expected. The Certified Financial Planner designation is helpful but not required for hire. However, we would encourage and support this person to obtain their CFP.
- Series 65 license highly preferred
- eMoney proficiency
- 1+ years of experience in a client-facing capacity
- Completion of a fingerprinted background check
- Flexible schedule
- Group life, vision, dental and long-term disability insurance
- 401(k) with match
- Company-paid training and conference attendance